Quick Reference Guide User guide

6 TransAct Quick Reference Guide
Basic Multiple Sort Tonnage and Charges Report by Account and Material
1. Click Reporting » Reports.
2. Select from the following:
• Report Categories: Tonnage and Charges
• Reports in Category: Tonnage and Charges
•From Date
•To Date
• Detail Level: Detailed
• First Sort: Sort Field 1 = Account
• Second Sort: Sort Field 2 = Material
3. Vary the report by selecting different options for the First and Second sort fields.
Creating Batch Reporting Files: Adding a New Batch File
1. Select Reporting » Batch Reporting Files.
2. Click the New button on the left (Report Batch).
3. Enter an 8-character or less name for the report batch file name.
4. Click the OK button.
5. The new file appears in the list of Report Batch names.
6. Click the New button on the right (Reports in Batch) to add a report to the batch file.
7. Enter a title for the report.
8. Select all report criteria.
9. Click the Save to Batch button.
Editing a Report in a Batch File
1. Select Reporting » Batch Reporting Files.
2. Select Batch Report File.
3. Select the report to edit from the Reports in Batch list.
4. Click the Edit button.
5. Make desired changes.
6. Click the Save to Batch button.